See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $5,168 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,493 | $87,870-51.6% | $113,168-62.5% | $74,304-42.8% |
| Participation rate | 91.1% | 70.7%+20.3pp | 76.6%+14.5pp | 60.3%+30.7pp |
| Annual return | 12.49% | 26.44%-14.0pp | 24.27%-11.8pp | 29.43%-16.9pp |
| Employer contribution / active EE | $1,870 | $2,277-17.9% | $2,975-37.1% | $2,241-16.6% |
| Participant deferral / active EE | $5,199 | $4,241+22.6% | $5,107+1.8% | $3,767+38.0% |
| Admin fee / account holder | $34 | $3,368-99.0% | $12,068-99.7% | $2,969-98.8% |